S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.27B
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.43M
3
+$6.1M
4
BND icon
Vanguard Total Bond Market
BND
+$4.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.95M

Top Sells

1
+$8.5M
2
+$7.91M
3
+$5.97M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.47M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.74M

Sector Composition

1 Technology 10.09%
2 Consumer Discretionary 4.46%
3 Financials 4.41%
4 Healthcare 2.8%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$11.7K ﹤0.01%
150
+3
2302
$11.7K ﹤0.01%
811
2303
$11.7K ﹤0.01%
+300
2304
$11.6K ﹤0.01%
644
+125
2305
$11.6K ﹤0.01%
1,866
-978
2306
$11.6K ﹤0.01%
1,135
+283
2307
$11.6K ﹤0.01%
476
2308
$11.5K ﹤0.01%
1,069
+82
2309
$11.5K ﹤0.01%
2,037
-1,315
2310
$11.5K ﹤0.01%
220
+14
2311
$11.4K ﹤0.01%
729
-191
2312
$11.4K ﹤0.01%
257
+32
2313
$11.4K ﹤0.01%
65
-12
2314
$11.3K ﹤0.01%
1,695
-439
2315
$11.2K ﹤0.01%
624
-455
2316
$11.2K ﹤0.01%
+1,827
2317
$11.2K ﹤0.01%
699
+501
2318
$11.2K ﹤0.01%
160
2319
$11.2K ﹤0.01%
322
2320
$11.1K ﹤0.01%
319
2321
$10.9K ﹤0.01%
99
+1
2322
$10.8K ﹤0.01%
+597
2323
$10.8K ﹤0.01%
1,715
+327
2324
$10.8K ﹤0.01%
3,017
+1,137
2325
$10.8K ﹤0.01%
352
91 92
93
94 95